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IFG

Independent Financial Group Portfolio holdings

AUM $4.46B
1-Year Est. Return 29.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
+$59.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
829
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$1.81M
3
+$1.63M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.55M
5
ASML icon
ASML
ASML
+$1.38M

Top Sells

1
+$4.76M
2
+$4.66M
3
+$2.38M
4
BX icon
Blackstone
BX
+$2.19M
5
NVDA icon
NVIDIA
NVDA
+$1.93M

Sector Composition

1 Technology 11.99%
2 Financials 5.77%
3 Consumer Discretionary 5.29%
4 Healthcare 4.11%
5 Real Estate 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
676
$228K 0.02%
8,847
677
$227K 0.02%
+1,772
678
$226K 0.02%
1,930
-150
679
$223K 0.02%
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-1,073
680
$223K 0.02%
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681
$222K 0.02%
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682
$222K 0.02%
+7,591
683
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684
$221K 0.02%
18,756
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685
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686
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688
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689
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$217K 0.02%
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695
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696
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698
$212K 0.02%
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699
$210K 0.02%
+4,191
700
$210K 0.02%
3,369
-13,643
26 27
28
29 30